Position in BAC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$708,375
+$111,919 QoQ
Shares Held
12,432
+1.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#2,203
of 3,595 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BAC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Montis Financial, LLC holds $3,113,370 across 3 Banks - Diversified names. BAC ranks #2 (22.8% of the industry book) .
All Filings in BAC
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $708,375 | 12,432 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $596,456 | 12,235 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $689,095 | 12,529 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $555,572 | 10,769 | Shares | Sole | 2025-10-28 | |
| No filing history on record for this holder in this stock. | ||||||